Cap Dat ACORD e-Signatures
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Cap Dat ACORD Easy and Powerful Secure and Certified E- Signatures
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See how easy it is to send documents to be electronically signed using Cap Dat ACORD. Make your office even more efficient.
Transcript of Cap Dat ACORD e-Signatures
Cap Dat ACORD
Easy and PowerfulSecure and Certified
E-Signatures
E-Signatures
Cap Dat ACORD document e-signatures are pre-loaded onto all ACORD Forms
E-Signatures
Use Search or Browse for ACORD forms
Use Upload to add signatures to forms you have on your desktop
Browse Cap Dat ACORD
Files
Upload File from Your Local
Device
E-Signatures
Here I am using the Browse feature to select the form I want to be signed
Select the document by browsing the
folder tree
E-Signatures
I set the folder to which the signed form will be automatically saved
Name of Document to be
Signed
Select Folder to Automatically Save Signed Document
E-Signatures
Set the Sign By Date – it defaults to 30 days but you can reset it to any day you wish
Set Sign By Date
E-Signatures
Add your list of people to sign this Document
Add Signer Button
E-Signatures
Name and email address of signer can be added from profiles or typed in
Sequence of order of signing set when you add the signer
E-Signatures
Adding the agent as a Signer I am setting the agent up to sign 2nd – only after the insured has signed
E-Signatures
As you add Signers, they appear in Real Time
After adding all Signers, Save and Prepare Document
Review Signers
Save and Prepare Document
E-Signatures
Our software automatically recognizes Signature fields and asks you to indicate which of the Signers must sign which field
E-Signatures
Using the drop down list of Signers you added, you tell the system who signs where
E-Signatures
You review the document and Send Now or Save to send later
Save Butto
n
Send Document to
be Signed Now
Table of Contents of All Pages in This Document
Indicates Pages to be Signed
Alan’s Signature
Date Alan Signs Agents Signature
E-Signatures
Your customer receives email with link to form to be signed.
View Document to Sign Link
E-Signatures
The document opens
Your Insured clicks on the image of the page with the yellow Sign Here sticker
Sign Here Sticker
E-Signatures
Signatures can done on touch screens with a finger, a stylus or a mouse
Or you can sign by typing your name and selecting a font style
E-Signatures
Status of Signatures is tracked in Real Time Alan has Signed
Tom needs to Sign next
Click to See Detail Below
E-Signatures
Cap Dat ACORD automatically sends the document to the next signee in the sequence you have set
E-Signatures
When all required signatures are completed the document is frozen and a copy of the certified, authenticated log is attached to the to the final document
Signatures
Permanent Log
E-Signatures
Each Signer is emailed a completed copy of the signed document including the log
Each Signer can download the final signed document to their computer
E-Signatures Authentication LogUnique Reference
Number
Description of Each Step
Time Date Stamp
IP Address Used for Each Step
E-Signatures
Happy customer, happy you
Legal e-Signatures made easy
